Mailings / Mail-outs

This article will show you the basic way to send a email to a mailing list in Profiler. From Reports > Email Campaigns You can then select the “Create a New Email Campaign” – the other option is used to come back and see how a previous email you sent…

Profiler uses SendGrid for the delivery of mass and transactional emails to clients. You may notice status information regarding the emails – this is directly fed from SendGrid (our email provider) and the explanation of the statuses is below (As taken from the SendGrid website) – https://sendgrid.com/en-us/blog/delivered-bounced-blocked-and-deferred-emails-what-does-it-all-mean These four events…

You can send a bulk SMS from your search results (or report) via the Browse List. You can run a report and choose to send the clients to the browse list, or this example, we will show you how to send a list of clients to the Browse List, and…

A common question asked through Profiler Support is how to improve your email / bulk mail deliverability. This document outlines what we in Profiler Support have done to test and improve email deliverability. Step 1 – Have a Test Client If you do not have a test client – create…

If you have created a mail-out in error which has been recorded against a Client > Mail Sent tab, you can remove this mailing from the system. Go to Utilities > Database Management > Delete/Rename/Edit Mail-Out From the Mailing ID list, select the Mailout that you wish to remove and…

Profiler has built in templates which can generate a number of different types of envelopes for a single client (along with Mass Mailings). To generate a single envelope for a client, go to Clients and locate the client and in the top right hand side under Client Quick Actions menu…

Email Templates can be set up to automatically attach items from the Document Repository into an email template when sending on to a client. Profiler Email Templates To set a Profiler email template to use the Document Repository attachment, go to Setup > Templates and click on the Email Templates…

When using the Reports > Export Mailout option and setting the Export Option as one of the Label formats, you can specify by default what order they will print/display on the PDF document. By default, it will be sorted in Client ID format. To set the default order go to…

After creating a mailing/mailout you can export this data as a CSV file for use in a Microsoft Mail Merge or for sending to an external provider for sending off the mail-out. From Reports > Export Mail-Out select the Mailing that you have previously created. You will see your recent…

You can bulk add or remove clients on and off a Mailing List. This can either be all clients, or all the clients who are currently in the Reports > Browse List (from a report or saved list) Mass Adding Clients to a Mailing List From Utilities > System Utilities…

A common requirement is to created a segmented mail-out, where you may select all clients on a particular Mailing List, but only wish to send to some of them. This article will step you through the process on created a segment of clients, from a master mailing list. Building the…

When exporting a mail-out to Envelopes using Reports > Export Mailing using the Envelope output options, Profiler gives you the opportunity to have a header on the envelope, this allows you to print onto your envelope your reply paid address etc. Creating an Envelope Header This is setup like a…

You can create a SMS template that is used commonly, so you don’t need to type in the SMS text each time. SMS templates are set in Setup > Templates and click SMS Templates at the top of the screen. You will see a list of existing templates upon loading….

This article explains how to send a SMS Bulk (not 1-off) to a list of clients (Mailing) from within Profiler. With your clients you wish to send the SMS to, you should find them and create a mailing as per the normal methods (Mailing Wizard, Reports etc) From Reports >…